How to Start an ETF

I gets lots of questions over email and in person on a handful of topics.  Usually I try to incorporate all of them into a longer written piece that includes my personal opinions and experiences that readers can then reference.  You can find some older ones here on the following topics: Global Tactical Asset Allocation…

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The Global Market Portfolio

Graphics from Jan 2014 Update of “The Global Multi-Asset Market Portfolio 1959-2012″    

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Free Books

I’m starting a hellish travel schedule for the next six weeks, and usually I like to give out free books at the talks so people don’t get obsessed with taking notes.  So, for the next five days my eBooks are free on Amazon – so download away and let me know what you think! PS…

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A Spectrum of Possibilities (Probabilities)

Valuation works over long time periods.  In the short term, anything can happen.  The US market was slightly expensive at the end of 2012, but lo and behold it returned over 30%.  Below is a fun chart of yearly CAPE values back to 1900 and future 1o year returns, and I will keep the commentary…

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Checking in on the Tiger (Cubs)

I sent out a fun piece by Novus to Idea Farm subscribers last month called Like Tiger, Like Cub.  The piece took a deep dive into the Tiger Cubs, and we have written about plenty about Tiger and offspring on the blog before as well as in our first book The Ivy Portfolio. I thought…

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Book Offer

If UVa beats MSU Friday I’ll send my readers a free book.  If they make the Final Four I’ll double up and make last two books free.   GO HOOS!!!

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Why Value Investing is So Hard (Russian Edition)

Disclosure: Funds I manage and clients own Russian stocks and ETFs. Many times on this blog I’ve mentioned that for every investing strategy there needs to be a fundamental reason why it works.  A basic, “explain to your 12 year old niece reason why it works”.  Value investing, at its most basic, is buying $1…

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LA Talk

If you’re local in LA, S&P is hosting an event for financial advisors at the Montage on April 10th, come join!  I plan on tossing a book in all the goodie bags.     DETAILS LOCATION:Montage Beverly Hills Hotel 225 North Canon DriveBeverly Hills, CA 90210  LUNCH/REGISTRATION: 12:00 – 1:00 P.M. FORUM:1:00 – 5:00 P.M. COCKTAIL RECEPTION:5:00 – 6:00 P.M.   

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New Book is Out!

My new book is finally available on Amazon!  Here is the link: Global Value:  How to Spot Bubbles, Avoid Market Crashes, and Earn Big Returns in the Stock Market We self published it in the same format as Shareholder Yield, although it is longer around 80-90 pages.  I would recommend reading it on a device…

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Recent Tweets

Until a time comes when the Abnormal Returns for Twitter launches, every month or so I’ll post my favorite Tweets and links below from @MebFaber     [View the story "Recent Tweets" on Storify]

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